Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as...
Westport (CT) - - Phone: (203) 635-5260With more than 35 years of investment experience behind him, Robert has the depth of knowledge and skills to help you reach your goals through a customized financial plan. He prioritizes forming...
Westport (CT) - - Phone: (203) 254-5150The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We aim to transform the wealth management experience by delivering an exceptional...
Westport (CT) - - Phone: (203) 635-5260Sean is dedicated to understanding your financial needs and developing a plan that will help you work towards your goals. Along with building trust-based relationships, he specializes in making unique...
Westport (CT) - - Phone: (203) 338-3512
Investment advisory service in Westport may refer to a form of business that provides investing advice or counsel to an investor in exchange for a fee. They may be of the form of interaction directly with the clients by managing their assets or may provide passive, general advice on which securities or industries will improvise. Investment advisory services in Westport are meant to manage a certain amount of money. The actions of all investment advisory services are governed by the Investment Advisors Act of 1940. Importantly, it is a criminal offense for investment advisory services to provide false or misleading information, and to sell or buy their own securities to or from a client.